Chalk up another win for Pontera in assisting advisors in managing clients’ held-away assets, as the firm announced that CAPTRUST Financial Advisors will roll out its platform.
This is the second... Read More
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Investment Management
BY Ted Godbout | 2/7/2024
Nearly 7 out of 10 (69%) professional fund selectors from some of the largest wealth management firms in the United States agree that active fund management will be essential to investment... Read More
BY John Iekel | 1/24/2024
The Pension Benefit Guaranty Corporation (PBGC) on Jan. 19 announced that it has chosen the firms that will participate in its Smaller Asset Managers Program (SAMP).
SAMP is... Read More
BY Ted Godbout | 1/17/2024
Faith-based investment management firm Crossmark Global Investments this week announced that Bob Doll, who since 2021 has served as the firm’s Chief Investment Officer, has taken on the added... Read More
BY NAPA Net Staff | 12/5/2023
The Commonwealth Financial Network—the nation’s largest privately held independent RIA-broker/dealer firm dedicated to providing financial advisors with holistic, integrated business solutions—... Read More
BY Ted Godbout | 11/2/2023
Asset growth of collective investment trusts (CIT) continues to chip away at mutual funds’ dominance, as defined contribution (DC) plan sponsors and intermediaries value the cost advantages of the... Read More
BY Ted Godbout | 10/5/2023
Defined contribution investment-only (DCIO) sales leaders and DC plan advisors report that they are seeing increased demand for collective investment trusts (CITs), even among smaller firms where... Read More
BY Ted Godbout | 7/31/2023
Managed account assets are expected to grow to nearly $16 trillion by 2026, exceeding 13% annual growth over the next four years, but a new report suggests that, as sponsors balance growth in fee-... Read More
BY Ted Godbout | 7/6/2023
In asking whether a lack of asset diversification in DC retirement plans has been a potential missed opportunity, the findings of a new study suggest the answer is yes.
More specifically, the... Read More
BY Nevin E. Adams, JD | 3/14/2023
You may have missed it, but there was a mini-financial panic over the weekend — and it may not be over yet.
I’m referring, of course, to the travails of Silicon Valley Bank, or SVB, as it’s been... Read More
BY Nevin E. Adams, JD | 1/24/2023
As it happens, I’ll commemorate an anniversary of my birth this weekend.
It’s not a particularly significant one—it doesn’t end in a 5 or a 0, won’t trigger any new savings opportunities or impact... Read More
BY John Sullivan | 1/20/2023
Retirement plan industry veteran Gary Kleinschmidt announced a new investment fund that combines indexing and alternative asset classes. Designed as an all-weather strategy, the SafeGuard... Read More
BY Ted Godbout | 12/13/2022
While collective investment trust (CIT) providers continue to focus their distribution efforts on defined contribution plans with $25 million or more in assets, providers have recently expressed a... Read More
BY Ted Godbout | 11/17/2022
Amid ongoing market volatility and tightening monetary policy, a new survey finds that nearly 9 in 10 financial advisors (88%) intend to increase their allocations to alternative asset classes over... Read More
BY Nevin E. Adams, JD | 11/10/2022
In sports, it’s said “you can't tell the players without a scorecard.” And when it comes to investing, you need a scorecard as well.
In fourth episode in this podcast series, Nevin Adams, Chief... Read More
BY Nevin E. Adams, JD | 11/4/2022
A shareholder advocacy group has filed more corporate resolutions challenging the alignment of 401(k) investment menus with corporate standards regarding sustainability initiatives.
As You Sow,[i... Read More
BY Kent Bartell | 9/9/2022
As target date funds have become more prevalent, however, many advisors are beginning to wonder if there might be an opportunity for improvement.
Target date funds were first introduced in the... Read More
BY Nevin E. Adams, JD | 8/5/2022
One of the more eye-opening findings of the 2022 NAPA 401(k) Summit Insider had to do with managed accounts—and this week’s polling reveals a similar split.
Yes, over the past couple of years... Read More
BY Ted Godbout | 8/3/2022
After a precipitous downturn in the market, registered investment advisors say they are leaning more toward considering active management, according to new survey results.
Conducted by... Read More
BY Nevin E. Adams, JD | 8/1/2022
One of the more eye-opening findings of the 2022 NAPA 401(k) Summit Insider had to do with managed accounts.
Yes, over the past couple of years managed accounts (re)emerged on the scene with... Read More
BY Michael P. Barry & Brian Donohue | 7/6/2022
Much has been written about the “retirement crisis.” But it has been hard to sort out how what is happening today is different from, say, the 1990s. Hasn’t saving for anything, especially for... Read More
BY Ted Godbout | 5/31/2022
A new survey finds that concerns about greenwashing continue to increase, but apparently that has not deterred the overall appeal of impact investing.
Half or more of respondents in the U.S... Read More
BY Ted Godbout | 5/23/2022
Personalized solutions reportedly are becoming more attractive for plan sponsors who are encouraging those saving for retirement to remain with their 401(k) provider after they leave the workforce.... Read More
BY Nevin E. Adams, JD | 5/13/2022
Recordkeeping is a tough, low-margin business—one in which, ironically, there has always been a greater willingness to “squeeze” (versus, say asset-management)—this week, we asked readers to share... Read More
BY Nevin E. Adams, JD | 5/10/2022
In the interests of spurring some discussion (and perhaps a few thousand “clicks”), some thoughts on cryptocurrency and its (current) place within retirement plans.
Crypto is Not ‘a’ Thing... Read More
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